Duff & Phelps Investment Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-721,598
| Closed | -$42.2M | – | 247 |
|
|
2022
Q4 | $42.2M | Sell |
721,598
-966,925
| -57% | -$60.5M | 0.51% | 68 |
|
|
2022
Q3 | $114M | Buy |
1,688,523
+44,150
| +3% | +$3.26M | 1.43% | 21 |
|
|
2022
Q2 | $118M | Buy |
1,644,373
+422,625
| +35% | +$33.5M | 1.46% | 21 |
|
|
2022
Q1 | $110M | Buy |
1,221,748
+182,820
| +18% | +$16.1M | 1.27% | 28 |
|
|
2021
Q4 | $94M | Buy |
1,038,928
+16,750
| +2% | +$1.44M | 1.1% | 32 |
|
|
2021
Q3 | $82.7M | Buy |
1,022,178
+5,600
| +0.6% | +$462K | 1.08% | 35 |
|
|
2021
Q2 | $78.3M | Sell |
1,016,578
-215,372
| -17% | -$16.3M | 1.02% | 36 |
|
|
2021
Q1 | $88.2M | Sell |
1,231,950
-341,680
| -22% | -$22.6M | 1.2% | 31 |
|
|
2020
Q4 | $93.3M | Sell |
1,573,630
-51,718
| -3% | -$2.92M | 1.36% | 23 |
|
|
2020
Q3 | $83.4M | Sell |
1,625,348
-39,640
| -2% | -$2.19M | 1.29% | 25 |
|
|
2020
Q2 | $97.9M | Buy |
1,664,988
+83,830
| +5% | +$5.19M | 1.54% | 19 |
|
|
2020
Q1 | $97.6M | Buy |
1,581,158
+47,650
| +3% | +$3.68M | 1.7% | 15 |
|
|
2019
Q4 | $124M | Buy |
1,533,508
+173,525
| +13% | +$14.8M | 1.64% | 14 |
|
|
2019
Q3 | $117M | Buy |
1,359,983
+103,600
| +8% | +$8.47M | 1.59% | 15 |
|
|
2019
Q2 | $95.4M | Buy |
1,256,383
+466,600
| +59% | +$35.6M | 1.33% | 27 |
|
|
2019
Q1 | $59.5M | Buy |
789,783
+210,690
| +36% | +$15.2M | 0.89% | 48 |
|
|
2018
Q4 | $38.2M | Sell |
579,093
-236,443
| -29% | -$15.9M | 0.64% | 64 |
|
|
2018
Q3 | $54M | Sell |
815,536
-11,000
| -1% | -$728K | 0.82% | 53 |
|
|
2018
Q2 | $52.6M | Sell |
826,536
-229,525
| -22% | -$14.3M | 0.79% | 54 |
|
|
2018
Q1 | $65.1M | Sell |
1,056,061
-87,400
| -8% | -$5.19M | 1.02% | 37 |
|
|
2017
Q4 | $72.9M | Sell |
1,143,461
-16,000
| -1% | -$1.07M | 1.04% | 35 |
|
|
2017
Q3 | $76.4M | Buy |
1,159,461
+78,475
| +7% | +$5.25M | 1.07% | 33 |
|
|
2017
Q2 | $71.2M | Buy |
1,080,986
+217,325
| +25% | +$14.2M | 1.03% | 38 |
|
|
2017
Q1 | $53.7M | Buy |
863,661
+46,325
| +6% | +$2.9M | 0.76% | 56 |
|
|
2016
Q4 | $52.6M | Sell |
817,336
-108,625
| -12% | -$6.67M | 0.76% | 58 |
|
|
2016
Q3 | $59.6M | Sell |
925,961
-7,982
| -0.9% | -$532K | 0.84% | 55 |
|
|
2016
Q2 | $64.3M | Sell |
933,943
-565,500
| -38% | -$38.9M | 0.96% | 38 |
|
|
2016
Q1 | $113M | Sell |
1,499,443
-57,950
| -4% | -$4.34M | 1.78% | 10 |
|
|
2015
Q4 | $127M | Sell |
1,557,393
-18,100
| -1% | -$1.43M | 2.13% | 3 |
|
|
2015
Q3 | $118M | Sell |
1,575,493
-11,925
| -0.8% | -$877K | 1.91% | 5 |
|
|
2015
Q2 | $111M | Sell |
1,587,418
-30,000
| -2% | -$2.23M | 1.7% | 5 |
|
|
2015
Q1 | $126M | Sell |
1,617,418
-111,800
| -6% | -$8.73M | 1.75% | 8 |
|
|
2014
Q4 | $124M | Buy |
1,729,218
+48,117
| +3% | +$3.33M | 1.71% | 7 |
|
|
2014
Q3 | $104M | Sell |
1,681,101
-150,565
| -8% | -$9.72M | 1.47% | 9 |
|
|
2014
Q2 | $115M | Buy |
1,831,666
+11,700
| +0.6% | +$710K | 1.74% | 5 |
|
|
2014
Q1 | $106M | Sell |
1,819,966
-35,372
| -2% | -$2M | 1.76% | 6 |
|
|
2013
Q4 | $96.2M | Buy |
1,855,338
+26,500
| +1% | +$1.4M | 1.68% | 6 |
|
|
2013
Q3 | $98M | Sell |
1,828,838
-118,435
| -6% | -$6.53M | 1.69% | 5 |
|
|
2013
Q2 | $113M | Buy |
+1,947,273
| New | +$112M | 1.97% | 4 |
|
Other funds holding EQR
AAMU
RC